Access Financial Services’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-17,780
| Closed | -$1.29M | – | 115 |
|
|
2022
Q1 | $1.29M | Sell |
17,780
-4,366
| -20% | -$296K | 0.61% | 53 |
|
|
2021
Q4 | $1.52M | Sell |
22,146
-459
| -2% | -$29.3K | 0.68% | 48 |
|
|
2021
Q3 | $1.4M | Sell |
22,605
-381
| -2% | -$24.5K | 0.63% | 52 |
|
|
2021
Q2 | $1.39M | Sell |
22,986
-8,319
| -27% | -$532K | 0.65% | 58 |
|
|
2021
Q1 | $1.95M | Sell |
31,305
-481
| -2% | -$28.8K | 0.91% | 33 |
|
|
2020
Q4 | $1.95M | Sell |
31,786
-1,272
| -4% | -$76.5K | 0.96% | 30 |
|
|
2020
Q3 | $1.79M | Sell |
33,058
-919
| -3% | -$49.1K | 0.97% | 28 |
|
|
2020
Q2 | $1.76M | Buy |
33,977
+10,378
| +44% | +$577K | 1.16% | 23 |
|
|
2020
Q1 | $1.28M | Sell |
23,599
-1,584
| -6% | -$100K | 1.02% | 25 |
|
|
2019
Q4 | $1.6M | Sell |
25,183
-63
| -0.2% | -$3.9K | 0.93% | 31 |
|
|
2019
Q3 | $1.56M | Buy |
25,246
+1
| +0% | +$58 | 1.11% | 30 |
|
|
2019
Q2 | $1.4M | Sell |
25,245
-198
| -0.8% | -$10.6K | 1.06% | 35 |
|
|
2019
Q1 | $1.31M | Sell |
25,443
-498
| -2% | -$24.4K | 1.04% | 34 |
|
|
2018
Q4 | $1.14M | Sell |
25,941
-938
| -3% | -$42.6K | 1.01% | 32 |
|
|
2018
Q3 | $1.17M | Sell |
26,879
-158
| -0.6% | -$7.28K | 0.8% | 37 |
|
|
2018
Q2 | $1.25M | Buy |
27,037
+387
| +1% | +$17.3K | 0.88% | 34 |
|
|
2018
Q1 | $1.19M | Buy |
26,650
+1,401
| +6% | +$62.2K | 0.88% | 35 |
|
|
2017
Q4 | $1.21M | Sell |
25,249
-3,993
| -14% | -$203K | 0.84% | 38 |
|
|
2017
Q3 | $1.44M | Buy |
29,242
+1,447
| +5% | +$70.1K | 1.1% | 28 |
|
|
2017
Q2 | $1.33M | Buy |
27,795
+2,032
| +8% | +$102K | 1.09% | 25 |
|
|
2017
Q1 | $1.28M | Buy |
25,763
+10
| +0% | +$494 | 1.08% | 27 |
|
|
2016
Q4 | $1.27M | Buy |
+25,753
| New | +$1.27M | 1.15% | 16 |
|
Other funds holding SO
